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So the market is pricing in revenue growth for nvidia for like the next 2 years as big tech buys up a shit ton of their hardware. After that no one knows.
If the short term growth is already priced in, it seems that generating alpha is highly unlikely, so what's the point in taking the idiosyncratic risk right now if it will more or less move with the market? And nvda is a special case with tons of emotional retail investors who bought the run-up, thus becoming a megacap with insane volatility.
I don't know, man. It's seems like holding nvda right now is legitimately retarded. But nvda investors can still get lucky with another megapump, you can never underestimate retail retard strength.
